Our Team

Susan D Smith, CFP®

Financial and Estate Planning Specialist
Active in the financial services industry since 1997
CERTIFIED FINANCIAL PLANNER™ certificant since 2005
Certified Estate Planning Specialist (CES) Institute of Business and Finance July 2007
SEC Investment Adviser Representative
Established Bonner & Smith, LLC in 2007

Keith Bonner, CFP®

Susan D Smith, CFP®

Portfolio Manager
Financial Planner
Active in the financial services industry since 1986
CERTIFIED FINANCIAL PLANNER™ certificant since 1988
SEC Investment Adviser Representative
Established Bonner & Smith, LLC in 2007

Rusti D Pitts

Graduate of Texas Tech University, Bachelor of Business Administration Accounting 2003
Graduate of Texas Tech University, Master of Science in Accounting 2003
Joined Bonner & Smith, LLC in 2008
Has 17 years' experience in both personal and business tax returns

Riley Coffer

Rusti D Pitts

Joined Bonner & Smith, LLC in 2019 as Administrative Support
2020 Graduate of Coronado High School
Pre-law student on the way to obtaining a Bachelor's Degree in Psychology before attending Law School in 2024

About Us

Bonner & Smith, LLC is a FEE ONLY comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning, tax and estate planning.

We currently manage assets that include individual investors, corporate profit sharing plans, and trusts.

Whether you are investing on behalf of a corporate retirement plan, a non-profit endowment or building your own net worth, you want your money invested prudently and profitably. Our goal is to provide our clients with the long-term growth needed to reach their goals, consistent with their risk tolerance. Our ability to reach this goal has led to many referrals from satisfied clients and our continued growth.

CERTIFIED FINANCIAL PLANNER™ professionals
Registered Investment Advisor
Fee-Only - no commissions, no selling
Active Portfolio Management - continual monitoring
Fiduciary—we act in your best interest, always
Independent – conflict free, full disclosure
Fidelity as custodian – high quality, low expenses, accessible 24/7
High client retention/referral rates
Specialty in federal and oil company employee retirement plans
We are accessible, we manage your accounts, we are the advisors you work with, we don’t outsource or delegate

Why We Work With Fidelity

As your financial advisor, you expect us to make thoughtful, carefully researched decisions, and to keep your best interest in mind. We use a similar approach when we make decisions about the service providers we employ to help us meet your financial objectives. As a result we have selected Fidelity Investments to be our custodian. Fidelity has been serving the needs of individual investors and investment professionals for nearly 60 years and, today, is one of the largest privately owned financial services companies in the world. As experts in the financial services field, they have a thorough understanding of the products and services we need in order to best serve you.